+8.9%
QQQI vs ROIV
+97.8%
-88.9%
-9.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROIV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +6.1% | -5.1% | +0.4% |
| 7D | -4.2% | +3.0% | -7.3% | -4.6% |
| 30D | -7.1% | +6.8% | -13.9% | -7.8% |
| 3M | -2.7% | +10.5% | -13.2% | -4.1% |
| 6M | +2.0% | +34.8% | -32.8% | -1.9% |
| YTD | +8.2% | +76.2% | -68.0% | +1.4% |
| 1Y | +8.9% | +92.4% | -83.5% | +0.7% |
| All | +8.9% | +97.8% | -88.9% | +0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ROIV.
Daily Out/Under-Performance
Portfolio return minus ROIV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROIV return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ROIV wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling